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Jan 30, 2013
01/13
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even bet were some of the innovations they're putting into it. we're playing catchup where we fell behind which is great and with some of the things we're pushing in we're pushing the smartphone forward with the true mult
even bet were some of the innovations they're putting into it. we're playing catchup where we fell behind which is great and with some of the things we're pushing in we're pushing the smartphone forward with the true mult
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Jan 2, 2013
01/13
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senator lindsey graham yesterday, he said you want to bet on that? they think they have a lot of leverage in the new year. the republicans had little leverage in 2012 after the election and basically, the white house got a lot of what they wanted in this deal. but there are many, many debt battles and i think the credit rate i rating agentries are the x factor here. congress has a way of saying we're going to cut later. once again, they've done it. >> yeah, we've already had some analysts out there saying that the odds of a u.s. debt downgrade has increased in their view from 20% to 10%. but at the same time, bob, in terms of how the most recent talks have gone through, are you more optimistic or less? >> less optimistic. i think the parties -- this was another brutal fight and now, both party rs saying something very differently. president obama saying he wants more revenue. he wants to go after the tax loopholes and republicans are talking we need trillions of dollars in cuts. so they are very, very far apart and we've got about two to three months
senator lindsey graham yesterday, he said you want to bet on that? they think they have a lot of leverage in the new year. the republicans had little leverage in 2012 after the election and basically, the white house got a lot of what they wanted in this deal. but there are many, many debt battles and i think the credit rate i rating agentries are the x factor here. congress has a way of saying we're going to cut later. once again, they've done it. >> yeah, we've already had some analysts...
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Jan 22, 2013
01/13
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they want to put every single chip on apple or bet against apple. sometimes stocks are just fine. >> tell you what would have been good to put chips on at the beginning of the year, travelers. up more than 4%. one of the best performing dow components of the year. people never know what to say about it. even the wires can't really give you the color, because it's a difficult one to understand sometimes. >> storms are good. storms raise your premiums. have you tried to look at flood insurance, how much it's gone up? when you get your insurance bill, it is going to just shock you. okay? it's going to shock you. travelers is on the move. you always invest in the portfolio. tell us about it. you're familiar with his work. >> he's had an incredibly strong track record of posting very strong returns with that investment portfolio. municipal bonds and things of that nature, as you well know, perhaps even at the bottom, understanding how that market works. but yeah, at the end of the day, they take in premium and they've done a pretty darn good job of inves
they want to put every single chip on apple or bet against apple. sometimes stocks are just fine. >> tell you what would have been good to put chips on at the beginning of the year, travelers. up more than 4%. one of the best performing dow components of the year. people never know what to say about it. even the wires can't really give you the color, because it's a difficult one to understand sometimes. >> storms are good. storms raise your premiums. have you tried to look at flood...
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Jan 15, 2013
01/13
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and last thing anybody who's bet against america has proved it's a losing bet in the past. we're very bullish on this country. >> steve, thanks so much for your time. thank you for joining us first on cnbc. >> thank you. >>> interesting debate. meantime, goldman sachs making waves with the bonus pay joits. we'll get that in a moment. after the break, david faber's exclusive with mel karmazin. he's here to give us his very first interview since stepping down as the ceo of sirius xm. we're back in a couple of minutes. mine was earned in djibouti, africa, 2004. the battle of bataan, 1942. [ all ] fort benning, georgia, in 1999. [ male announcer ] usaa auto insurance is often handed down from generation to generation because it offers a superior level of protection and because usaa's commitment to serve the military, veterans, and their families is without equal. begin your legacy. get an auto-insurance quote. usaa. we know what it means to serve. that your mouth is under attack, from food particles and bacteria. try fixodent. it helps create a food seal defense for a clean mou
and last thing anybody who's bet against america has proved it's a losing bet in the past. we're very bullish on this country. >> steve, thanks so much for your time. thank you for joining us first on cnbc. >> thank you. >>> interesting debate. meantime, goldman sachs making waves with the bonus pay joits. we'll get that in a moment. after the break, david faber's exclusive with mel karmazin. he's here to give us his very first interview since stepping down as the ceo of...
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Jan 4, 2013
01/13
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>> i think that's why they're betting the stock up? >> if the company were ever to stabilize, it's darn cheap. avon, herbalife, tubber wear. herb, where are you when i need you? i talked about credit markets doing better. they're talking about raising targets to 20. are you kidding me? i don't know anything that's better. but it's cheap. i'm a buyer. >> all right. that's the word on the "mad dash" from mr. cramer. the first reaction to today's jobs report from the white house. when labor secretary hilda solis joins us live. that's about ten minutes from now. opening bell is just a few minutes away. getting ready for another big day of trading. and of course, much more on "squawk on the street." there are a lot of warning lights and sounds vying for your attention. so we invented a warning you can feel. introducing the all-new cadillac xts. available with a patented safety alert seat. when there's danger you might not see, you're warned by a pulse in the seat. it's technology you won't find in a mercedes e-class. the all-new cadillac xt
>> i think that's why they're betting the stock up? >> if the company were ever to stabilize, it's darn cheap. avon, herbalife, tubber wear. herb, where are you when i need you? i talked about credit markets doing better. they're talking about raising targets to 20. are you kidding me? i don't know anything that's better. but it's cheap. i'm a buyer. >> all right. that's the word on the "mad dash" from mr. cramer. the first reaction to today's jobs report from the...
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Jan 28, 2013
01/13
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my bet is it falls in the latter part of the summer. we just went through a major refresh cycle the last part of last year. you never know when apple tv is coming out and major new product and could throw a wrench in the equation. as we look at the product today, we're concerned consensus estimates are too high. >> you talk about demand outside the u.s. being relatively disappointing. increasing competition. pcs are not having a very good decade. when it comes to competition, who do you think is benefitting the most? is this really a samsung story? >> it's samsung and android really, seeing developing markets, part of it is a bigger screen fephenomenon, tied to so manufacturers and samsung has been the biggest beneficiary of that trend. you look at iphone sales the last quarter looks like the u.s. and china are close to 45% of iphone shipments this last quarter bigger than where it's been. it suggests they are struggling outside of those markets. >> average selling prices, too, i heard from some carriers this quarter, people love their
my bet is it falls in the latter part of the summer. we just went through a major refresh cycle the last part of last year. you never know when apple tv is coming out and major new product and could throw a wrench in the equation. as we look at the product today, we're concerned consensus estimates are too high. >> you talk about demand outside the u.s. being relatively disappointing. increasing competition. pcs are not having a very good decade. when it comes to competition, who do you...
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Jan 8, 2013
01/13
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you bet against novak. howard schulz at the 48, 49 level for starbucks. at the same time, yes, it's absolutely true. this is a china play. so you want china to be hitting on all cylinders and not falling double digits. >> amazing this morning how quickly you see a yum, say, tweet or headline, and how quickly the conversation turns to a nike or other companies who are heavily relying on that country. is the situation comparable or not? >> the last nike quarter looked a little better. north america has been very strong. nike has a new shoe coming out. i think you're absolutely right to worry about anything china. but i think that nike is a two-quarter phenomenon. yum is this quarter, and maybe next quarter or the quarter after. china is the big conundrum. because you have to think, well, wait a second, are they picking on american companies? are they picking on us? >> to what extent does that add the unpredictability of the chinese consumer increasing their spending, the idea that that could be fine, but we have to keep in mind that the government might do
you bet against novak. howard schulz at the 48, 49 level for starbucks. at the same time, yes, it's absolutely true. this is a china play. so you want china to be hitting on all cylinders and not falling double digits. >> amazing this morning how quickly you see a yum, say, tweet or headline, and how quickly the conversation turns to a nike or other companies who are heavily relying on that country. is the situation comparable or not? >> the last nike quarter looked a little better....
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Jan 7, 2013
01/13
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and so many people bet against it. and it has been a terrible bet. >> even with sales tax being paid in many jurisdictions. it was a concern for so long, but it doesn't seem to -- >> it was a bear. >> we should point out before we get to bob pisani, lumina shares down about 9% this morning. the chairman saying at -- roach, excuse me, which we knew had made a hostile bid afforded by lumina last year. that laroche saying they had no interest at this point in pursuing that acquisition. you may recall, those shares rallied sharply towards the end of the year on a french newspaper report that at the time i said i was completely unfamiliar with anything going on there -- >> you said, don't trust it. which was a great call. >> thanks. >> do not trust it. >> it did move the stock up a lot. a lot of that and more being taken out today on that news on i illlumina. >> i like that. one of the things that is disturbing to me is there have been so many articles in papers, local papers, best buy. i often find, just an observation, th
and so many people bet against it. and it has been a terrible bet. >> even with sales tax being paid in many jurisdictions. it was a concern for so long, but it doesn't seem to -- >> it was a bear. >> we should point out before we get to bob pisani, lumina shares down about 9% this morning. the chairman saying at -- roach, excuse me, which we knew had made a hostile bid afforded by lumina last year. that laroche saying they had no interest at this point in pursuing that...
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Jan 3, 2013
01/13
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i would bet that sub 2% gdp the tougher road to hoe for the banks, since many of them run nicely. bank of america 100% gain in 2012. a tough one to get through in 2013. >> high-end retailer not surprise me. people selling the stock, not surprise me if a hall a very good holiday season if nordstrom's did, macy's did, costco did. rick santelli at the cme group in chicago. good morning, rick. >> good morning. we know we had two bits of data out today, one adp, better than expected, talk on the santelli exchange around 10:50. the other bit of data, a bit of a rise on initial jobless claims. with the holiday season affecting both and the temporary workers side, fascinating to reconcile these, the way the ten-year did it boom, adp yield moved up, on the jobs, it moved down on initial jobless claims. so now, we are one basis point below the 184 sell yesterday. open the chart up to may 1st you can pick it out, hovering at the highest yield close since mid-september but really, very close. should we get close to 190 or so to comp it all the way back to may. now, all about fx this is fascin
i would bet that sub 2% gdp the tougher road to hoe for the banks, since many of them run nicely. bank of america 100% gain in 2012. a tough one to get through in 2013. >> high-end retailer not surprise me. people selling the stock, not surprise me if a hall a very good holiday season if nordstrom's did, macy's did, costco did. rick santelli at the cme group in chicago. good morning, rick. >> good morning. we know we had two bits of data out today, one adp, better than expected,...